Skip to main content
cameron_wright
cameron_wright
Gainsight Employee ⭐️⭐️
November 28, 2017
Released

Success Plan Status ~ Variants

Related products:CS Success Plans & Customer Goals
  • November 28, 2017
  • 15 replies
  • 134 views
I have a customer that would like to be able to add custom status's to the Success Plan Status Field. The current options are Active, Draft, & Closed. 

The use case for this specific customer would be to tag as "future project" or something similar to that so they can tag these success plans with a more specific status. 

I do agree with them that this would be very beneficial for a strategic team to be able to use. 

      15 replies

      aditya_marla
      aditya_marla
      Helper ⭐️⭐️⭐️
      February 15, 2018
      Hi Cameron,

      Thanks for sharing this. In the example you mentioned how do they want to handle "Future projects" - would the behavior be similar to draft stage / any different behavior? Or is it more of a Tag (to easily classify the success plans?) 

      Regards
        scotty
        scotty
        Contributor ⭐️⭐️⭐️⭐️⭐️
        August 8, 2018
        Hey Aditya,

        I would use this to mark projects that were closed, but maybe with some risk. Kind of like CTAs. At this point we have to use context clues (this success plan has a risk CTA, and some CTAs were "Closed Risk" or Closed No Action. I'd love to have a Success Plan status that was "Abandoned". 
          aditya_marla
          aditya_marla
          Helper ⭐️⭐️⭐️
          August 8, 2018
          Got it. Thanks for sharing this Scotty....ideally you would want something similar to CTA Statuses & Reporting Categories right?
            scotty
            scotty
            Contributor ⭐️⭐️⭐️⭐️⭐️
            August 9, 2018
            Yep! I'd love to be able to configure statuses. Then I can group Success Plans and track their impact. 
              katie_b
              katie_b
              Helper ⭐️
              September 25, 2018
              We would love to have the ability to add a 'Ready for Review' status. Our team managers want to encourage their CSMs to create/customize their own success plans but want to be able to review them before they actually implement to make sure they meet their criteria.
              Katie Baker
                mark_gecsey
                mark_gecsey
                Contributor ⭐️⭐️⭐️⭐️
                September 25, 2018
                +1 for us as well to provide alignment to charter goals and oversight.
                Mark Gecsey
                faust_belarmino
                faust_belarmino
                Helper ⭐️⭐️
                January 4, 2019
                YES! YES! YES!! I haven't seen this before so i ended up creating a new post a few months back... lol.

                https://community.gainsight.com/conversations/ability-to-customize-and-add-success-plan-statuses-5be222b6e4b067063e68bbb2

                  sierra_evans
                  sierra_evans
                  Contributor ⭐️⭐️⭐️⭐️⭐️
                  March 13, 2019
                  Yes! Plus 1 for this idea.

                  sierra_evans
                  sierra_evans
                  Contributor ⭐️⭐️⭐️⭐️⭐️
                  March 13, 2019
                  Plus one for being able to configure plan status.

                    V
                    vmoore
                    Contributor ⭐️⭐️⭐️⭐️⭐️
                    March 26, 2020

                    Taking this idea one step further, it would be great to have dynamic statuses based on the team’s role. i.e. our Implementation team could use different statuses than our CSM team.

                    Show more replies
                    Terms & ConditionsAccessibility statement